California Teachers Association

San Jose Teachers Association

San Jose, CA
Tax-exempt since Dec. 1976
EIN: 94-1491317

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Type of Nonprofit

Designated as a 501(c)(5) Labor, agricultural and horticultural organizations that are educational or instructive, including unions, created for the purpose of improving conditions of work, and products of efficiency.

Donations to this organization are not tax deductible.

Revenue

$654k (2024)

Expenses

$695k (2024)

Total Assets

$1.61M (2024)

Total Liabilities

$38.9k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2024

Revenue

$653,546

Expenses

$694,644

Net Income

-$41,098

Net Assets

$1,567,236

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$93,937	14.4%
Program Services	$520,511	79.6%
Investment Income	$22,157	3.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$11,400	1.7%
Net Fundraising	$0
Sales of Assets	$4,721	0.7%
Net Inventory Sales	$0
Other Revenue	$820	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$15,000	2.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$101,498	14.6%

Assets/Debt
Total Assets	$1,606,137
Total Liabilities	$38,901
Net Assets	$1,567,236

Compensation

Key Employees and Officers	Compensation	Related	Other
Renata Sanchez (President)	$15,000	$0	$0
Melissa Urbain (Vice President)	$0	$0	$0
Allison Medlin (Secretary)	$0	$0	$0
Yolanda Guerra (Director)	$0	$0	$0
Christopher Eikenberry (Director)	$0	$0	$0
Erin Mc Gauley Hebard (Director)	$0	$0	$0
Susan Seyan (Director)	$0	$0	$0
Veena Naveen (Executive Dir.)	$0	$0	$0
Joanne Ayar (Director)	$0	$0	$0
Wendy Savinar Espinoza (Director)	$0	$0	$0

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990

Filed on June 2, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2023

Revenue

$541,371

Expenses

$569,643

Net Income

-$28,272

Net Assets

$1,562,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$20,980	3.9%
Program Services	$490,284	90.6%
Investment Income	$29,337	5.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$11,400	2.1%
Net Fundraising	$0
Sales of Assets	-$11,349
Net Inventory Sales	$0
Other Revenue	$719	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$15,000	2.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$90,003	15.8%

Assets/Debt
Total Assets	$1,621,253
Total Liabilities	$59,065
Net Assets	$1,562,188

Compensation

Key Employees and Officers	Compensation	Related	Other
Patrick Bernhardt (President)	$12,500	$0	$0
Renata Sanchez (Vice President)	$2,500	$0	$0
Johanna Latz (Secretary)	$0	$0	$0
Yolanda Guerra (Director)	$0	$0	$0
Evelyn Cervantes (Director)	$0	$0	$0
Erin Mc Gauley Hebard (Director)	$0	$0	$0
Allison Medlin (Director)	$0	$0	$0
Michael Hickey (Executive Dir.)	$0	$0	$0
Wendy Savinar Espinoza (Director)	$0	$0	$0
Helen Browne (Director)	$0	$0	$0

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990

Filed on May 17, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2022

Revenue

$500,640

Expenses

$580,477

Net Income

-$79,837

Net Assets

$1,577,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$445,929	89.1%
Investment Income	$42,958	8.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$11,400	2.3%
Net Fundraising	$0
Sales of Assets	-$367
Net Inventory Sales	$0
Other Revenue	$720	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$14,148	2.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$89,150	15.4%

Assets/Debt
Total Assets	$1,657,721
Total Liabilities	$80,021
Net Assets	$1,577,700

Compensation

Key Employees and Officers	Compensation	Related	Other
Patrick Bernhardt (President)	$14,148	$0	$0
Renata Sanchez (Vice President)	$0	$0	$0
Johanna Latz (Secretary)	$0	$0	$0
Yolanda Guerra (Director)	$0	$0	$0
Evelyn Cervantes (Director)	$0	$0	$0
Erin Mc Gauley Hebard (Director)	$0	$0	$0
Allison Medlin (Director)	$0	$0	$0
Patricia Zungia (Director)	$0	$0	$0
Wendy Savinar (Director)	$0	$0	$0
Debby Baker (Uni Serv)	$0	$0	$0
Helen Browne (Director)	$0	$0	$0

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990

Filed on May 17, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2021

Revenue

$503,367

Expenses

$476,874

Net Income

$26,493

Net Assets

$1,870,901

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$449,206	89.2%
Investment Income	$31,532	6.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$11,400	2.3%
Net Fundraising	$0
Sales of Assets	$10,510	2.1%
Net Inventory Sales	$0
Other Revenue	$719	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$13,728	2.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$81,855	17.2%

Assets/Debt
Total Assets	$1,964,515
Total Liabilities	$93,614
Net Assets	$1,870,901

Compensation

Key Employees and Officers	Compensation	Related	Other
Patrick Bernhardt (President)	$13,728	$0	$0
Renata Sanchez (Vice President)	$0	$0	$0
Johanna Latz (Secretary)	$0	$0	$0
Yolanda Guerra (Director)	$0	$0	$0
Alana Abatecola (Director)	$0	$0	$0
Erin Mc Gauley Hebard (Director)	$0	$0	$0
Allison Medlin (Director)	$0	$0	$0
Julian Ramirez (Director)	$0	$0	$0
Wendy Savinar (Director)	$0	$0	$0
Debby Baker (Uni Serv)	$0	$0	$0

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990

Filed on May 31, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2020

Revenue

$493,119

Expenses

$569,214

Net Income

-$76,095

Net Assets

$1,723,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$434,598	88.1%
Investment Income	$28,325	5.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$10,450	2.1%
Net Fundraising	$0
Sales of Assets	$18,627	3.8%
Net Inventory Sales	$0
Other Revenue	$1,119	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$13,596	2.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$81,053	14.2%

Assets/Debt
Total Assets	$1,890,051
Total Liabilities	$166,562
Net Assets	$1,723,489

Compensation

Key Employees and Officers	Compensation	Related	Other
Patrick Bernhardt (President)	$13,596	$0	$0
Renata Sanchez (Vice President)	$0	$0	$0
Johanna Latz (Secretary)	$0	$0	$0
Yolanda Guerra (Director)	$0	$0	$0
Alana Abatecola (Director)	$0	$0	$0
Erin Mc Gauley Hebard (Director)	$0	$0	$0
Allison Medlin (Director)	$0	$0	$0
Julian Ramirez (Director)	$0	$0	$0
Wendy Savinar (Director)	$0	$0	$0
Debby Baker (Uni Serv)	$0	$0	$0

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990

Filed on May 25, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2019

Revenue

$499,656

Expenses

$612,347

Net Income

-$112,691

Net Assets

$1,739,597

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$464,169	92.9%
Investment Income	$43,428	8.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$12,350	2.5%
Net Fundraising	$0
Sales of Assets	-$23,919
Net Inventory Sales	$0
Other Revenue	$3,628	0.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$13,188	2.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$78,821	12.9%

Assets/Debt
Total Assets	$1,942,156
Total Liabilities	$202,559
Net Assets	$1,739,597

Compensation

Key Employees and Officers	Compensation	Related	Other
Patrick Bernhardt (President)	$13,188	$0	$0
Renata Sanchez (Vice President)	$0	$0	$0
Johanna Latz (Secretary)	$0	$0	$0
Andrew Christian (Director)	$0	$0	$0
Alana Abatecola (Director)	$0	$0	$0
Erin Mc Gauley Hebard (Director)	$0	$0	$0
Allison Medlin (Director)	$0	$0	$0
Taunya Jaco (Director)	$0	$0	$0
Wendy Savinar (Director)	$0	$0	$0
Debby Baker (Uni Serv)	$0	$0	$0

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990

Filed on June 11, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2018

Revenue

$487,828

Expenses

$572,318

Net Income

-$84,490

Net Assets

$1,852,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$399,871	82.0%
Investment Income	$42,003	8.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$11,400	2.3%
Net Fundraising	$0
Sales of Assets	$9,386	1.9%
Net Inventory Sales	$0
Other Revenue	$25,168	5.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$13,188	2.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$77,913	13.6%

Assets/Debt
Total Assets	$2,111,763
Total Liabilities	$259,475
Net Assets	$1,852,288

Compensation

Key Employees and Officers	Compensation	Related	Other
Patrick Bernhardt (President)	$13,188	$0	$0
Renata Sanchez (Vice President)	$0	$0	$0
Johanna Latz (Secretary)	$0	$0	$0
Andrew Christian (Director)	$0	$0	$0
Alana Abatecola (Director)	$0	$0	$0
Erika Rodriguez (Director)	$0	$0	$0
Melissa Gallo (Director)	$0	$0	$0
Taunya Jaco (Director)	$0	$0	$0
Scott Ebsen (Director)	$0	$0	$0
Debby Baker (Uni Serv)	$0	$0	$0

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990

Filed on July 10, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2017

Revenue

$497,854

Expenses

$560,975

Net Income

-$63,121

Net Assets

$1,936,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$423,053	85.0%
Investment Income	$26,630	5.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$12,370	2.5%
Net Fundraising	$0
Sales of Assets	$30,580	6.1%
Net Inventory Sales	$0
Other Revenue	$5,221	1.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$13,188	2.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$80,977	14.4%

Assets/Debt
Total Assets	$2,228,301
Total Liabilities	$291,523
Net Assets	$1,936,778

Compensation

Key Employees and Officers	Compensation	Related	Other
Patrick Bernhardt (President)	$13,188	$0	$0
James Marshall (Vice President)	$0	$0	$0
Johanna Latz (Secretary)	$0	$0	$0
Andrew Christian (Director)	$0	$0	$0
Alana Abatecola (Director)	$0	$0	$0
Erika Rodriguez (Director)	$0	$0	$0
Melissa Gallo (Director)	$0	$0	$0
Taunya Jaco (Director)	$0	$0	$0
Scott Ebsen (Director)	$0	$0	$0
Debby Baker (Uni Serv)	$0	$0	$0

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990

Filed on May 25, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2016

Revenue

$445,944

Expenses

$554,929

Net Income

-$108,985

Net Assets

$1,999,899

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$396,361	88.9%
Investment Income	$43,342	9.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$14,250	3.2%
Net Fundraising	$0
Sales of Assets	-$12,667
Net Inventory Sales	$0
Other Revenue	$4,658	1.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$12,000	2.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$75,659	13.6%

Assets/Debt
Total Assets	$2,356,004
Total Liabilities	$356,105
Net Assets	$1,999,899

Compensation

Key Employees and Officers	Compensation	Related	Other
Jennifer Thomas (President)	$12,000	$0	$0
James Marshall (Vice President)	$0	$0	$0
Lise Strom (Sec./Treasurer)	$0	$0	$0
Andrew Christian (Director)	$0	$0	$0
Alana Abatecola (Director)	$0	$0	$0
Erika Rodriguez (Director)	$0	$0	$0
Melissa Gallo (Director)	$0	$0	$0
Jennifer Tutass (Director)	$0	$0	$0
Scott Ebsen (Director)	$0	$0	$0
Andrew Reyna (Cta St. Council)	$0	$0	$0
Veronica Miranda Pinkney (Cta St. Council)	$0	$0	$0
Wendy Savinar (Cta St. Council)	$0	$0	$0
Renata Sanchez (Cta St. Council)	$0	$0	$0

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990

Filed on June 13, 2017

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Fiscal Year Ending Aug.
2015

Revenue

$437,003

Expenses

$513,331

Net Income

-$76,328

Net Assets

$2,108,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$435,414	99.6%
Investment Income	$45,457	10.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$19,792	4.5%
Net Fundraising	$0
Sales of Assets	-$68,253
Net Inventory Sales	$0
Other Revenue	$4,593	1.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$12,000	2.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$76,858	15.0%

Assets/Debt
Total Assets	$2,474,139
Total Liabilities	$365,255
Net Assets	$2,108,884

Compensation

Key Employees and Officers	Compensation	Related	Other
Jennifer Thomas (President)	$12,000	$0	$0
James Marshall (Vice President)	$0	$0	$0
Lise Strom (Sec./Treasurer)	$0	$0	$0
Art Castaneda (Director)	$0	$0	$0
Patrick Bernhardt (Director)	$0	$0	$0
Alana Abatecola (Director)	$0	$0	$0
Andrea Alvarado (Director)	$0	$0	$0
Christen Chappelle (Director)	$0	$0	$0
Veronica Miranda Pinkney (Cta St. Council)	$0	$0	$0
Kevin Runkle (Cta St. Council)	$0	$0	$0
Andrea Reyna (Cta St. Council)	$0	$0	$0
Wendy Savinar (Cta St. Council)	$0	$0	$0

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990

Filed on May 26, 2016

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Fiscal Year Ending Aug.
2014

Revenue

$566,942

Expenses

$539,931

Net Income

$27,011

Net Assets

$2,185,212

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$441,278	77.8%
Investment Income	$104,841	18.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$11,400	2.0%
Net Fundraising	$0
Sales of Assets	$1,488	0.3%
Net Inventory Sales	$0
Other Revenue	$7,935	1.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$12,000	2.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$73,440	13.6%

Assets/Debt
Total Assets	$2,570,250
Total Liabilities	$385,038
Net Assets	$2,185,212

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2013

Revenue

$519,288

Expenses

$528,751

Net Income

-$9,463

Net Assets

$2,158,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$409,735	78.9%
Investment Income	$83,628	16.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$11,400	2.2%
Net Fundraising	$0
Sales of Assets	$4,186	0.8%
Net Inventory Sales	$0
Other Revenue	$10,339	2.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$12,000	2.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$73,440	13.9%

Assets/Debt
Total Assets	$2,565,304
Total Liabilities	$407,103
Net Assets	$2,158,201

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Revenue

$489,150

Expenses

$526,025

Net Income

-$36,875

Net Assets

$2,167,664

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$395,764	80.9%
Investment Income	$23,560	4.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$18,382	3.8%
Net Inventory Sales	$0
Other Revenue	$51,444	10.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,000	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$77,888	14.8%

Assets/Debt
Total Assets	$2,597,811
Total Liabilities	$430,147
Net Assets	$2,167,664

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$445,395

Expenses

$440,327

Net Income

$5,068

Net Assets

$2,180,419

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$397,741	89.3%
Investment Income	$24,494	5.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,230	2.1%
Net Inventory Sales	$0
Other Revenue	$13,930	3.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$8,000	1.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$74,985	17.0%

Assets/Debt
Total Assets	$2,744,733
Total Liabilities	$564,314
Net Assets	$2,180,419

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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California Teachers Association

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $654k (2024)

Expenses $695k (2024)

Total Assets $1.61M (2024)

Total Liabilities $38.9k (2024)

Tax Filings by Year

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2012

Revenue

$654k (2024)

Expenses

$695k (2024)

Total Assets

$1.61M (2024)

Total Liabilities

$38.9k (2024)

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004